David Lawrence Mandelbaum
Investment adviser representative at Onepoint Bfg Wealth Partners
14 yearsExperience
3 statesRegistered in
$15.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Onepoint Bfg Wealth PartnersJun 2022 to now
- Bleakley Financial Group, LLCJun 2022 to now
- Private Advisor Group, LLCJun 2020 to Jun 2022
- Omega AdvisorsApr 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, NJ).
Onepoint Bfg Wealth Partners
Legal name: Bleakley Financial Group, LLC
$15.1BAssets managed
8,647Clients
124Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3095666
- Firm CRD
- 318366